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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: chaz who wrote (4511)	8/2/1999 8:59:00 AM
From: Eric L	Respond to of 54805

chaz, << how on Earth did you find VSTR >> I've been following the US wireless scene (PCS) since before the FCC auctions which was what lured me to the big long term winner, Qualcomm, but was following GSM as well as CDMA. In particular, I've been watching subscriber growth for PCS operators. I've had small positions in OMPT off and on (buying low, selling high) and took a small one in VSTR. I suspected there could be a merger between the two. GSM had to do something in the US. CDMA has been eating its lunch but the big GSM operators own valuable spectrum which gives their stock some value before they make $ one. Actually, I missed the PCS (Sprint) IPO (CDMA) so put a bit of cash in OMPT and then VSTR. They are not (unlike QCOM), long term holds. - Eric -